2928 results found

1. force logging in to the account before the account user could see the contract
   1 vote

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   0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:

   Protect documents with identity verification

2. Mass duplicate

   Mass duplicate documents. Checkboxes dont work for this user

   4 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Use tokens in multiplier columns of pricing tables
   3 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

4. Display the doc Sender's name as Sender in all PandaDoc notifications (i.e. Document Completed by all participants)
   3 votes

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   0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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5. Hubspot - documents created from an object show up under other objects associated with this object
   3 votes

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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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6. Undo Option on Pricing Table

   An option to Undo an action when editing Pricing Table on Editor 2.0.

   3 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:

   Add and set up quote builder

7. Ability to independently control billing frequency label and recurring subtotal calculation period

   Customer needs to display line-item prices as "per month" for presentation, while having the recurring subtotal in the Grand Total calculate on an annual basis. Currently, the billing period setting controls both the label and the subtotal — when set to Annual, the line-item label changes to "per year," which doesn't meet their business requirement. They need the flexibility to decouple the display label from the calculation period.

   2 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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8. Add Reusable Standard Fields (Name & Job Title) for Quick Insertion Across Documents

   Feature Request:
   Add the ability to save and reuse individual standard fields (such as Name and Job Title) as standalone items that can be quickly inserted into any document, especially when working with different uploaded PDFs.

   Problem It Solves:
   Currently, when users work with different PDFs each time, they must manually recreate common fields like “Name” and “Job Title” for every new document. There’s no way to save these standard fields as reusable items outside of templates or content library blocks.

   How It Should Work:
   Users should be able to save individual fields (e.g., “Name” text field, “Job Title” text field) to a library or quick-access panel. These saved fields could then be dragged and dropped onto any document or uploaded PDF with their labels and settings already configured, eliminating the need to manually name and configure them each time.

   Use Case Scenario:
   This feature would be especially useful for users who upload different PDFs regularly (contracts, agreements, forms) and need to add the same standard fillable fields to each one. Instead of manually placing and naming “Name” and “Job Title” fields repeatedly, they could insert pre-configured versions in seconds.

   Current Workaround:
   Users currently must either manually add fields each time or create content library items with text blocks containing these fields, which still requires positioning and isn’t as efficient as having standalone reusable fields.

   Feature Request:
   Add the ability to save and reuse individual standard fields (such as Name and Job Title) as standalone items that can be quickly inserted into any document, especially when working with different uploaded PDFs.

   Problem It Solves:
   Currently, when users work with different PDFs each time, they must manually recreate common fields like “Name” and “Job Title” for every new document. There’s no way to save these standard fields as reusable items outside of templates or content library blocks.

   How It Should Work:
   Users should be able to save individual fields (e.g., “Name” text field, “Job Title” text… more

   1 vote

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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